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ZIM

Zacks Investment Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$66.9M
3
+$36.3M
4
UNH icon
UnitedHealth
UNH
+$26.3M
5
FAST icon
Fastenal
FAST
+$19.6M

Top Sells

1
+$67.6M
2
+$61.1M
3
+$46.4M
4
HBAN icon
Huntington Bancshares
HBAN
+$35.5M
5
SO icon
Southern Company
SO
+$23.8M

Sector Composition

1 Technology 24.73%
2 Financials 17.13%
3 Industrials 11.62%
4 Healthcare 10.15%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.77M 0.04%
7,127
+508
227
$4.69M 0.04%
23,937
-10,076
228
$4.66M 0.04%
16,683
+1,101
229
$4.6M 0.04%
30,881
+389
230
$4.59M 0.04%
109,360
+1,781
231
$4.59M 0.04%
22,594
+127
232
$4.48M 0.04%
72,846
+1,584
233
$4.45M 0.04%
18,135
+40
234
$4.37M 0.03%
36,859
-111
235
$4.3M 0.03%
15,490
+28
236
$4.3M 0.03%
22,570
+105
237
$4.27M 0.03%
188,821
-6,455
238
$4.25M 0.03%
102,041
+3,900
239
$4.22M 0.03%
57,027
+3,879
240
$4.19M 0.03%
82,878
+1,040
241
$4.17M 0.03%
20,781
+151
242
$4.13M 0.03%
+30,101
243
$4.11M 0.03%
39,132
-5,122
244
$4.1M 0.03%
98,592
+5,396
245
$4.07M 0.03%
44,583
+39,515
246
$4.07M 0.03%
218,258
+40,487
247
$4.05M 0.03%
+15,644
248
$3.96M 0.03%
+46,788
249
$3.9M 0.03%
+217,262
250
$3.89M 0.03%
80,841
+2,538
8 9
10
11 12